Avantax Planning Partners’s JPMorgan Income ETF JPIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	+29,247	New	+$1.35M	0.04%	165
2025 Q1	–	Sell	-13,123	Closed	-$599K	–	450
2024 Q4	$599K	Sell	13,123 -143	-1%	-$6.52K	0.02%	229
2024 Q3	$615K	Sell	13,266 -1,331	-9%	-$61.7K	0.02%	228
2024 Q2	$664K	Buy	+14,597	New	+$664K	0.02%	245